Working in the Accounting Lines Tab

A few endowment transactional e-docs contain an
Accounting Lines tab. Working in this tab, you may import
multiple lines of account data from a spreadsheet and/or add single
lines manually. After adding a line, you have the option of deleting it or
performing a balance inquiry
on the account associated with the line. All of these activities are
accomplished by clicking buttons on the tab.

To multiple transaction lines from a spreadsheet, follow
these steps:

the appropriate data import template from âLinks to Default Data Import
Templatesâ in the KFS
Overview and Introduction to the User
Interface.

Create a .csv file and import it via theÂ button according to the instructions in
âCreating a .csv Fileâ in the KFS Overview and Introduction to the User
Interface.